Andrés Cardenal, CFA and leader of The Data Driven Investor on Seeking Alpha, explains how he leverages the platform’s ...

AI, liquidity, and cyclical growth are shaping today's top-heavy bull market. Early signs of cyclical growth are emerging.

The AI Narrative, which has fueled stock market gains recently, is showing signs of weakness across several fronts. Click for ...

Astera Labs (ALAB) is a hypergrowth semiconductor firm specializing in connectivity solutions for cloud and AI data centers.

My investment strategy centers on concentrated positions in high-quality, dividend-growing companies. Learn more about my ...

Infineon Technologies shows steady growth, strong power semiconductor demand, and AI-driven potential with 16.5%–39% upside.

Nebius benefits from strong AI infrastructure demand, major hyperscaler contracts, sold-out data centers and ARR growth.

Spire Inc. shares dip after earnings release amid doubts on AI progress and Fed cuts. See outlook for EPS growth and ...

Kirby delivers strong results, expanding services tied to data centers and prudent debt management with reasonable valuation.

AES offers deep-value at 6.5x earnings with a 5% yield, strong renewables pipeline, long-term PPAs, growing EPS, and utility ...

Brookfield Infrastructure offers a ~6% yield, strong FCF, inflation-protected assets, FFO growth, and attractive valuation.

Despite positive fundamentals, Rubrik's current valuation leaves limited margin of safety, given industry competition and ...